Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Don Green who wrote (36207)	1/4/2000 4:24:00 PM
From: gnuman	Read Replies (2) of 93625

Don, re: Are you short by chance?? Are you also equally bearish on many other SOX techs like Intc, MU, CSCO?? Don't have a position in rmbs, but have always been interested in the story and how it play's out. As for the others, no, I'm not equally bearish. I think MU will get hit hard, Intel will lose Mkt Cap but not to the degree of the company's that have triple digit P/E's, and I think csco fall's into that category of having a leadership position in it's "New Era" segment. <g> JMHO's

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